CN
Chad N. Norling
ADVISORNET WEALTH PARTNERS
BLOOMINGTON, MN 55437
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CRD#: 2910033
CN
Professional summary
Chad Niel Norling, CFP® is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Bloomington, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Bloomington, Minnesota.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Chad has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, ANNUITIES AND LONG TERM CARE; 3. NORLING FIN.SRVCS.-PRESIDENT S CORP. 4. NAME OF OTHER BUSINESS: EXECUTIVE FINANCIAL SERVICES, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/1997, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Chad Niel Norling's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
January 29, 2014 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 4200 W. Old Shakopee Rd. Suite 245, Bloomington, MN 55437RIA
CRD#: 113074
BLOOMINGTON, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4200 W Old Shakopee Rd Ste 245, Bloomington, MN 55437RIA
CRD#: 105644
BLOOMINGTON, MN
Current
September 24, 1997 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4200 W Old Shakopee Rd Ste 245, Bloomington, MN 55437BD
CRD#: 13572
Bloomington, MN
Past
January 8, 2014 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BLOOMINGTON , MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/2/2019)
RR
Arizona(2/6/2006)
RR
California(10/15/1998)
RR
Colorado(2/17/2012)
RR
Florida(6/18/2009)
RR
Georgia(1/4/2018)
RR
Illinois(1/24/2017)
RR
Indiana(9/11/2024)
RR
Iowa(6/1/2016)
RR
Maine(6/23/2015)
RR
Maryland(1/7/2019)
RR
Massachusetts(7/18/2017)
RR
Michigan(7/12/2018)
RR
Minnesota(9/26/1997)
IAR
Minnesota(1/29/2014)
RR
Missouri(1/7/2016)
RR
Montana(6/6/2025)
RR
Nevada(12/14/2010)
RR
New Mexico(9/15/2014)
RR
New York(7/31/2017)
RR
North Carolina(6/19/2018)
RR
Ohio(8/12/2022)
RR
Oklahoma(1/7/2019)
RR
Oregon(10/10/2024)
RR
Pennsylvania(6/15/2010)
RR
South Carolina(11/17/2014)
RR
South Dakota(1/4/2018)
RR
Tennessee(8/18/2020)
RR
Texas(7/18/2014)
IAR
Texas(6/29/2023)
RR
Virginia(7/12/2018)
RR
Washington(5/24/2002)
RR
Wisconsin(1/27/2000)
RR
Wyoming(1/24/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
